Description: The article below shows us about the information about how to set up online patient portal and several important points we need to pay much more attention to.
I’ll be setting up the online patient portal, the first thing that you’ll want to do is to generate a username and a password for your patient, they will need this in order to log into their portal and this can be done one of two ways.
The first way is that in the patient module, in the files section,you can click online portal, this will bring up the online files tool here and you can give them a username and a password, you can either make this up yourself.
If you press the default button, it will automatically generate one or you can ask their patient if they have a preference, that might be the easiest way for them to remember one since I deleted the username.
Let me know that the patient no longer has access to online documents, so there’s the other way that we can generate the username and password within the medical records, when you click upload medical record, if you don’t have a username and password created, it’s going to prompt you and ask if you would like to create it, this will give us another little pop-up window, so I’ll just make it very easy.
We can add access for the patient or for authorized users as well, if it’s an elderly woman and her son takes care of everything, you might be an authorized user, if you think the patients having enough, you can give the patient access and by adding access that will create their username and password.
We need to know where to send our patients, we can go to admin and website the system online documents is where you’ll get the address for your portal and also there is a file section as well over this portion, so I think the easiest way for your patience to be able to access their online documents is to do it through your website.
If you can give this link to whoever made your website and they can make a button for you that way, you can just say go to my website, click on the button and put in your username and password, you’ll be good to go, we can go ahead and click on that and our browser will open up, we can put in our username and password and enter okay, so we have some options for the patients, we also have the messaging tool, we have the downloadable files since we clicked upload medical record from the era tab, we have a file in and the patient can view other medical record by clicking on it, they can open it with Adobe Reader.